Purchases and Sales Made in Q3 2025 in Wisdomtree Tr Cboe S&P 500 Put (PUTW)
This table provides information about the institutional ownership of Wisdomtree Tr Cboe S&P 500 Put (PUTW) during Q3 2025. The information is specifically focused on institutions that hold shares of WISDOMTREE TR CBOE S&P 500 PUT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
40.5K+ 20.89% |
N/A
|
234K
$7.21M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
29.8K+ 81.48% |
N/A
|
66.4K
$2.05M
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
20.8K+ 79.93% |
N/A
|
46.8K
$1.44M
|
|
|
Nov 04, 2025
Q3 2025
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
20.5K+ 12.33% |
N/A
|
187K
$5.76M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
15.3K+ 1228.77% |
N/A
|
16.6K
$511K
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
12.3K+ 9.98% |
N/A
|
136K
$4.18M
|
|
|
Oct 31, 2025
Q3 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
10.9K+ 4.34% |
N/A
|
263K
$8.09M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.45KNew |
N/A
|
7.45K
$230K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
6.69K+ 32.86% |
N/A
|
27K
$832K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.18KNew |
N/A
|
6.18K
$190K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.02K+ 56.35% |
N/A
|
11.1K
$343K
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
2.04K+ 23.16% |
N/A
|
10.9K
$334K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
524New |
N/A
|
524
$16.1K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 2.56% |
N/A
|
40
$1.23K
|
|
|
Oct 20, 2025
Q3 2025
|
White & CO Financial Planning Inc
Sunnyside, WA |
SELL
|
- |
-82- 1.21% |
N/A
|
6.72K
$207K
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-1.03K- 67.45% |
N/A
|
499
$15.4K
|
|
|
Nov 04, 2025
Q3 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-8.25K- 53.49% |
N/A
|
7.17K
$221K
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-131K- 36.37% |
N/A
|
230K
$7.08M
|